Insights

Financial markets experienced an abrupt increase in volatility as investors reassessed the durability of the artificial-intelligence capital-spending cycle and the potential policy implications of the…

Markets ended October with a sharp rotation beneath the major indexes. Questions about the scale and near-term returns of artificial-intelligence investment weighed on several mega-cap…

Markets delivered a mixed performance as investors balanced two competing narratives: continued economic resilience and growing concerns about the cost, financing, and ultimate return on…

U.S. markets diverged sharply as higher-than-expected inflation, rising energy prices, and growing scrutiny of artificial intelligence investment prompted investors to rotate away from large-cap growth…

Tina Yturria Buford’s family has held its South Texas ranch land since 1858. Six generations later, she helps run the H. Yturria Land and Cattle…

What happens when you give a team of high school students a $100,000 virtual portfolio and six months to manage it? Elizabeth Crawford and Rodrigo…

U.S. equities finished higher despite another volatile week in rates, energy, and technology. The S&P 500 gained 1.2%, the Dow Jones Industrial Average rose 0.9%,…

Find out what the market record since 1950 does, and does not, tell us about November midterms.

Markets experienced several developments that would ordinarily support lower interest rates: inflation data were revised downward, September payroll growth slowed considerably, and Federal Reserve commentary…

Markets absorbed the Federal Reserve’s first interest-rate increase since 2023 with relatively limited index-level disruption, but the week reinforced a more demanding investment environment. The…

Markets absorbed the Federal Reserve’s first interest-rate increase since 2023 with relatively limited index-level disruption, but the week reinforced a more demanding investment environment. The…

Markets faced a more challenging backdrop as firmer inflation data, higher oil prices, and another rise in Treasury yields increased expectations that the Federal Reserve…